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stocks making monday's selloff at 129 points a thing of the past. here we are, 14,000 appointments right now. can i dow close above 14,000? floor traders weigh in and handicap it all for us. i'm liz claman, the last hour of trading on "countdown to the closing bell," stocks back in rally mode with the blue chips trading at friday's levels, the best in more than five years. look at the brett, just 30 stock, but nonetheless, it's incredibly strong, every member of the dow 30 in the plus column other than united technologies, maker of otis helicopters, down a dollar-17. you see the averages on the lower right hand of the screen, dow, nasdaq always there, gains across the board. we wanted to highlight the strengths in exchange traded funds you may own, some in your

portfolio, etf, the xlk. it's moving higher by 1.5%. the health care spider up one and a quarter percent, and there's xlt, that moving up one and a third percent, all of them on a role so stocks in the aggregate looking pretty good. look at the big individual winners today. computer sciences rearing its head here, up nearly 10% making it the biggest gainer on the s&p 500. the i.t. service provider raised the 2013 forecast. we got blackberry, yes, not research in motion anymore. okay, why is it stock doing beautifully after the incredible announcement? nobody got excited about the disprks 10. well, now they are excited about the z10 sales in the u.k.. looking healthy right now. barclays making comments on that. eaton up 5.5%, better than expected q4 earnings looking at those three names. we have to mention dell.

yes, we do. shares on a massive leverage buyout, the worst kept secret, talked about it for weeks, more than 24 billion, and the stock's up a percent. not exciting. the buyout for $13.65 a share. founder, michael dell, taking back majority control, and at 14.33 that's a message to silver lake partners and microsoft involved that people are not that excited about this right now. here's who is excited. hp, okay, howard, hp's spokesperson saying with all the debt, quote, del will leave innovation and customers at the curb adding dell's customers will explore alternatives and hp plans to take advantage of that. moving higher by three and a quarter percent. yeah, that's as exciting you see it gets in silicon valley taking advantage of this. we have leverage buyouts better than expected earnings wetting

the appetites of the bulls. will the dow finish above 14,000? to the trade show, cme group, and imex. are you a believer in the rally considering we lost this amount yesterday on the dow? >> well, i think after yesterday, you better be a believer. i suspect, liz, you know, next week, i think we have a big option expiration friday. perhaps there's another opportunity to see if we can get some reversal into this dramatic uptrend we're on, but i think at the moment, clearly, the bulls are absolutely in control, and i think they show us -- liz: they were not yesterday, though, you know -- >> look at january. january was a spectacular month, up over 6% for the month. he really had not had a selloff. you had ripples out of europe yesterday which gave, i guess, gave some people an excuse to take money off the table, but it turned out to be a one-day wander, and you get in the bull market like we're in at the moment, any of the selloffs are

nothing other than buying opportunities, nothing fundment tally changed between yesterday and today, and i think the shorts, plus all the money sitting on the sidelines trying to wish them down, you know, talking about nothing more bearish than a sold out bull last week -- liz: exactly. >> there's nothing more bearish than a sold out bull. you can't wish them down. everyonements to buy them. liz: john, do you agree, you can believe it's going down, but it's not. it went up, the yield on the 10-year, now at 2.01 at last check. what do you read into that because our investor audience own a loot of treasuries here, particularly, at the 10-year level. >> it's funny. 10-year levels below sunday night. there was a ripple out of the european political drama yesterday, italy and spain, reversed in the overnight, risk assets, and yields climb back higher a little bit at 2%, 2.01, liz, still little value to be

found, if any, in ten-year treasuries, but the global macroeconomic data is beneficial for risk assets given the backdrop of the central banks. the number was 55.2, close to expectations. liz: yeah, that's true. >> friday's unemployment number strong, and the data from china heals as well. with a lack of value in treasuries and with $7 trillion in u.s. savings accounting making zero, the path of least resistance for equities is going to be higher. liz: elliot, there's not resistance on oil moving higher 48 cents for crude, but taking into account what the dollar is doing here. >> always. crude moves in drabs, liz. upticking recently, but a move in a $97 product is nothing to mention. it's interesting. i hear a lot of talk here, bull markets and how crude is joining the bulls. you know, for the majority of people out this, they don't want

crude. you know, people talk about, you know, there's a supply and demand, people have money, buy more gas, and i don't buy into that philosophy. i think, like, i don't know, i think crude should be lower, but, you know, it's following the bulls higher. liz: don't fall into the trap, thinking it should go lower. good to see all of you. thank you so much, gentlemen, some of the favorite traders. how will the justice department attempt to prove its case that the ratings house standard and poors had a rating crisis, and charlie has the latest. >> before i get into this fascinating story, did you notice a subtle difference in the dell deal when it comes to microsoft? they were supposed to put equity financing into the deal. they just put debt financing. liz: they are into loans? >> they lent dell the money to do the deal. this is -- i -- you know, i don't know why there's not more

reporting on this. i will tell you in, foxbusiness.com has an interesting take on this right now about potentially microsoft risk adverse to dell blowing up in the future that you capability take it out of private equity to make money. it's an issue. they were going to put equity financing, every single person that reported the story thought it was equity financing. the initial reports, particularly, was equity financing, and it's debt so it is weird. you'd think they want upside if it comes out to sell out, you know, in five years. liz: microsoft's up a half percent. it's not a negative or a screaming positive. >> i'm just telling you they did not put skin in the game. this is a loan. that's key. this was supposed to be stock. anyway, foxbusiness.com, interesting story. liz: that's what the mafia does, here's a loan, when i need you, i'll be there. >> loans are like stocks, you basically control the company anyway. anyway, we're not getting into the mafia given my last name.

my aunt in queens will be annoyed. liz: so you know what elliot warn said, charlie, says, who is this guy? >> i did not say that, by anyway, this is what they argue. it's an interesting case because in the past, standard and poors and the rating agencies got away from claims against them whether civil -- like, the regulatory actions against them. they base their entire defense -- and, by the way, this is not the first time they screwed up. liz: defensive aaa rating, horrible toxic -- >> orange county, aaa in orange county, new york city back before the fiscal crisis in the 70s, high ratings, and then the place blows up. there's millions, and many, many others. what was the defense? first amendment. this is merely an opinion. here's how the justice department goes at them. they show, listen, they issueded the conflicted ratings that

violated their own corporate policies, that when -- the procedures of issuing ratings were violative of the policies and rely on court precedent that once you don't follow your own criteria, guess what? the first amendment defense fades away. liz: what was the criteria? >> we had dick larkin on before. dick work at standard and poors for two decades, knows about the internal workings. there's something about being inside the box and outside the box. you're not supposed to be a part of the deal. you're not supposed to be saying here's how you do the deal. if you want x, and i think -- and a lot of people think, that, you know, s&p's own rules which say you are supposed to be an outsider, an observer, allows you to issue an opinion as an observer, they were such a part of the deal, remember, without a aaa rating, you can't issue a structured finance vehicle;

right, the cdos. liz: right, and they paid s&p -- >> they would get paid and they told them how to do it to get the aaa, and they were an integral part of the deal, an insider of the deal is what dick talked about. that's violative of their own internal criteria 6789 it's an interesting story. i think that if this thing, man, stock is crushed again. liz: mcgraw hill, parent company of s&p. >> that's the standard defense of all the rating agencies. if that falls away, they can't rely on that defense. you know, they screw up constantly, and there's a conflicted business model. they are paid by the people they are rating. well, then that's, you know, we are going to be talking a lot more to eagen of eagen jones, that policy could go by the wayside. liz: trying to have a different form of ratings. >> where are they on that thing? liz: it's kind of happening.

we've had them on. >> i think a muni bond call was mixed into that. liz: slight problem. >> yes. liz: charlie, thank you very much, are you done? >> done. liz: okay. closing bill bringing in 50 minutes. you might care if there's no budget, but acting like a budget is miles away. this, as the president does not have a budget to present yet. he might not have bun until the beginning of march, but the cbo says we might really need one and soon. why? details from the nation's capitol as "countdown to the closing bell" continues. don't move. ♪ investor. yeah, i'm a serious investor

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liz: that's a lot of lipstick. revlon soaring after a strong earnings report thanks to strong sales in the u.s.. nicole, in my hand, revealing it after, the lipstick, the revlon lipstick i use every single day without fail. i'm not going to say the color yet. >> you want to know something? i was a lipstick in my hand too.

come on, get back to business now. it's not about the lipstick. revlon and estee lauder. ladies use the products. revlon shares jumped 17% today. 2.52 # at 18.02 here on the numbers, net income climbed 28%. they had acquisitions, strong sales numbers, that helped them move along not only here in the u.s., but also in latin america m on this same day, we talk about estee lauder. those stocks hit an all-time high today. the executives of the company talked about the customers being out there and spending quite freely. here's a look at estee lauder, up six and a quarter percent. the cosmetic industry, even though the economy is fragile, these two names, liz, have done well. liz: yep, you ready? i use revlon, i do. i'm afraid to mention the name of the color because there's a run on it, and i buy it by the

dozen. it is number 405, silver city pink. >> love it. liz: l.a. from the 70s, but i love it. >> beautiful, i like it. good job, liz. liz: i'm not repeating so you don't buy it out. big business leaders just now arriving at the white house to meet with president obama to talk about what? this time, a plan for an immigration law overhaul. is anybody listening to the big business leaders? the head of the congressional budget office hopes so. he held a nos conference today acting as town crier warning about the nation's budget and fiscal problems. rich edson and peter barnes. the latest, who is there and what do they want to tell the president? >> well, i think the president wants to tell them a thing or two, liz. you know, part of this is -- part of the white house reach out campaign talked to all the constituencies out here in the big battles over the budget and

taxes and fiscal reform, and now, today, immigration. the president meeting with about a dozen ceos. they have been coming in here. the meeting starts in about five minks. among them, the ceo of goldman sachs, coca-cola, yahoo, among the executives visiting, again, today, we've seen them before, and this strategy has worked for the president. as you know, after he met with them, a couple of times, he got them, many of them to agree to hire taxes on the wealthy, and, eventually, cut that deal to avoid the fiscal cliff with republicans by getting the top tax rates back up to 39.6% and families making more than $450,000 a year. the president continues the strategy to get the business community to his side and pressure congress to do what he wants. liz: they want to hire smart immigrants, they want, anybody, i think -- >> they do. liz: business leaders with a degree here to stay and start

businesses here and not go back to china, india, or whatever country they are from. rich, to you know. what's the congressional budget office expect in the years ahead. we got big problems. >> yeah. the u.s. faces large budget and economic challenges. let's get to the budget portion first, expecting a budget deficit this year of $845 billion. the first year under a trillion dollars in five years. then the budget deficit gets smaller. these are annual numbers, $616 billion all the way down to 476 billion in 2016 and continuing to rides from there under the weight of the increased interest payments, health care costs. more folks going into entitlement programs for a total of 6.9 trillion added to the national debt over the next ten years. get to the economic projections here. cbo expecting real gdp growth, fourth quarter to fourth quarter, 3.4% next year, averaging 3.6%. the unemployment rate expected to be 8% this year.

7.6% next year. the sixth consecutive year at 7.5% unemployment. that's the longest run in 70 years. getting back to the entitlement programs, the cbo director says health care costs eventuallily swamp the federal budget. >> it's possible to keep the policies for the large benefit programs unchanged, but only by raising taxes substantially for a broad segment of the population. >> he says on the flip side, the ben fits are the same, but raise taxes on the other end it. you cut benefits dramatically if you keep the taxes the same, something the u.s. has to figure out. he said sooner rather than later. talk about the budget cuts, liz, about to hit on march first, the sequester, you include that and the tax increases that it counts for a loss in gdp growth of one and a quarter percentage points, half because of the higher taxes, half because of the lower spending, and that translates to

1.5 to 2 # million fewer jobs. while decreases in spending, decreases in deficits in the beginning in the front end slow economic growth off the front, in the next ten years or so towards the back end of that, you see increased economic growth because you reduce the budget deficits. short term pain for long term gain. liz: rich, thank you very much. closing bell rings in 40 minutes. it's architecture frank gary would admire. microprocessor architecture in the sweet spot with revenue jumping 20% last quarter as well as the stock hitting a record high. should you invest in the very, very interesting company? coming up in a fox business exclusive, simon on what's in the pipeline. it's a fox business exclusive. as we go to break, check out the chart. the chart's been in fuego. ♪

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liz: shares of british chip designer arm holdings hitting a 13-year high today. that's right, 13-year high, riding the wave of smart phones and tablets. the company licenses -- listen, it licenses its technology, its chip architecture technology to other chip makers and gets a royalty own each chip shipped in devices. how long will the command keep up? it's looking good now. the arms holdings president joins us now in a fox business exclusive from san fransisco, and you look at the numbers here, and your q4 revenues. i look at revenues. not big on ats because i feel it can be engineered. this is up 19%. what's driving it right now? which portion of the business, simon, looks the best to you? >> well, across the board, we've had a very strong q4 and a very

strong year. a lot of what's driving that is the success in growth of consumer products, smart phones, tablets, tvs, but they are designed into lots and lots of devices, really diverse range of applications, anything from refrigerators and toasters to antilock brake systems in cars and phones and tablets. it's a very diverse use of our technology, and look, many of the markets are growing. as a result of that, is a strong unit shipments for our partners flowing to us in terms of royalty and giving customers the confidence to invest in next generation of technology. liz: looking at the partners, the biggest chip names in there, intel and other big names, what do they get from you? is it, in a way, an opportunity to simply get the architecture, build upon it what they want, and pay you a license fee and everybody comes out happy? >> well, what they license from us is the intellectual property of the microprocessor itself. when you look at the chips our

customers build and sell to their customers, there's more than just the microprocessor inside. what our customers do is at their own secret source and differentiation around a standard process or architecture allowing them to leverage big software ecosystem helping lower their cost of building the chip in the first place so they can spend their time, their own research and development dollars researching their products for their customers. liz: licenses a huge highlight for you guys this time around, and q4 numbers very, very strong, sigh -- simon. can you promise those numbers or better for any of the quarters coming up? >> well, let's go about the business model, a lot of the licensing, the bills we close in a quarter build our backlog so we have a cushion into our revenue going forward. we had a strong licensing quarter, strong bookings quarter. we go into 2013 with strong order backlog, that gives us

confidence about 2013. liz: you outlined and articulated a lot of things you are in, everything from toasters to smart phones, but what about something like the phablet, phone/tablet. i focused on this because intel showed it to us and people in china and eastern nations want bigger phones, a morphing between the two. are you guys in that business? >> oh, absolutely. i mean, processers are in the phones and smart phones around the world. what's great is we have a range of products, and we have many different customers serving the entire cell phone hand set space. you're going to see many different end devices. our business model, as we said, lowers the cost of building a chip, and that ultimately drives choice for consumers so they can choose between a phablet, a

smart phone, or anything. liz: you had a great, great quarter, but the operating mar gyps decreased when it comes to, i guess, year over year numbers. what weighed on those? can you improve that? for an investor thinking of buying a stock right now. >> uh-huh. really, the decrease in the margin in q4 was a function of the success in a lot of that licensing. those licensing bills that we closed. we closed the year with very strong new order bookings, that results in higher bonuses, you know, paid on those sales commissions, and so that's helpedded lower the operating margin slightly, but the result of that is that we do have a strong backlog going into next year. liz: i like to let the viewers know just the -- not just about the horse, but the jockeys. you, yourself, hold numerous patents in architecture, a fancy way of saying you are unbelievably intelligent when it comes to these things.

see, they all laugh, no, it's simple. [laughter] talk to me about when, 10-15 years ago, you were really thinking about developing something, and how you reached the point that you are at today because it fascinates me. >> well, i've been with the company for nearly 22 years now, and throughout that entire time, what we've really done is focus on trying to understand the markets and working closely with our partners, our licenses to understand their needs, and by building that knowledge, we're able to really understand what needs to be going into the processer to ultimately go into a chip and into an end product that ships in multiple years time. it's really about working and building a partnership and ecosystem to gain as much knowledge as we can and sharing that knowledge with the partners to have a collaborative approach in designing the processes resulting in us in great cpu technology and other great

technology we license and helps the partners bring best in class chips to the market. liz: simon, were you pulling apart radios as a kid? >> i've taken a part a few things, and they didn't all get back together. liz: you are fallible. good to see you. nice to have you on the show, thank you. >> thank you very much, liz. liz: arm holdings president, stock up 60% year over year, hitting an all-time high, a 13-year high today. not bad. closing bell rings in 29 minutes. they are in neither solar nor wind, but shares of solar winds -- interesting name here -- shining brightly this year, up more than 50 mcover the year. no surprise in the i.t. cloud company took a spot as one of fortune's fastest growing company, but despite a strong earnings beat, shares are falling. investors betting good news is already priced into stock, or is there room to grow?

they can speak for themselves. kevin thompson, ceo, joins me next in a fox business exclusive. ♪ this is $100,000. we asked total strangers to watch it for us. thank you so much. i apprecia it. i'll be right back. they didn't take a dime. how much in fees does your bank take to watch your money? if your bank takes more money than a stranger,

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>> i'm adam with the fox business earnings preview. shares of disney move higher ahead of the 2013 earnings report expected after the bell today keeping within its moves for the past year. shares up 34% over the past 52 weeks, hovering near record highs. analysts expect earnings per share of 76 crepts on revenue of $11.2 billion. watch for theme park revenues because they invested in the theme parks in the last quarter. ad pacing from espn and disney

acquired lucas films for $4 billion back in december. last month, announced jj abrams is directing the next installment in the series. investors want details about that in the earnings call. now, we continue the "countdown to the closing bell" who told her producer to leave the gun, take the canolli, liz claman. liz: the canolli, i'll take it all. other big earnings expected in the coming days. we go to sandra smith. you have the best laugh. >> he has the best jokes. he's so quick with them. this is going to be one to watch because a lot of the insurers have not been doing well, but aflac is more geographically diversified. there's optimism in the earnings. look how volatile the stock is this year, but ahead of the percent after the earnings after the bell. the concern with chipolte

mexican grill? food costs. they are expected to update for 2013. cme group, volumes down, expected to see an 11% drop in profit from a year ago, but look at this stock. making a comeback. all the analysts have been piling on, they are getting more and more optimistic on cme group shares. they are up ahead of the earnings after the bell. expedia, panera, the other companies reporting after the bell, take 2 and zinga as well. one of the competitors reporting tomorrow before the bell, intercontinental exchange will be reporting. polo ralph lauren has a retailer reporting tomorrow as well. i got to focus on green mountain coffee roasters. look at this chart, a big winner so far this year, up 1.5%. it reports after the bell tomorrow, short sellers, volatile earnings. this was the story for the stock in 2012, everybody was worrieded about starbucks and the new single serve coffee machine. it barely put a dent in the market. the competition worries are fading. green mountain coffee roasters,

there's optimism, liz, leading into that, and i'll finish you with a snapshot of the markets. right now, on track for the second biggest single day gain since the second day in january, liz, so hanging on to it right now. dow up 116 now. liz: three points from 14,000. thank you, sandra, for the coverage on the big reports after the market closes today, disney, chipolte, zinga. don't miss us. after the bell, we'll have all the numbers for you at 4 p.m. eastern, less than 30 minutes away. make it 20 minutes. shares of mcgraw hill tumbling. charlie showed you, but to nicole, of course, a lawsuit against standard and poors rating under mcgraw. >> that's right. mcgraw, moody's and mcgraw here. moody in the same sort of business down 11.25%. no doubt mcgraw hill, moody's, all the ratings agencies facing near term litigation risk from the department of justice, which, obviously, moved in on

standard and poors' rating services saying up to the financial crisis about the ratings, that they inflated the ratings for the securities backed by risky sub prime mortgage loans. we want to show you mcgraw hill, right here, down 11%. both of these names under significant pressure, double digit percentage losses. however, the analysts say these risks are really in the near term, and they don't seem worried long term. back to you. liz: okay, thank you. no worries when it comes to the technology sector. so many names are very hot, apple, blackberry, dominating the conversation latelyings but one information technology company has been flying under the radar very quietly, out performing animal -- analysts' expectations, solar winds. they beat top and bottom line leaving investors wonder if they keep the momentum in the new year, and kevin thompson, ceo and president, i wonder if that's why the stock is down after a run up of 5 # 3% year

over year. talk about what is driving your business right now. >> you know, liz, i think we've done a great job in 2012 as a team. really changed the perception of what we do. we've been a network management company for years with a great brand, growing very, very quickly, transformed the company over the last 12-15 months in an i.t. company. we solve problems for all types of pros and applications and service to storage admin, virtualization environment, and we have done a nice job in creating brand and awareness among i.t. pros and beating the competitors on a daily basis. liz: doing it in international markets which is fascinating. numbers up 27%. i need you to break up europe right now. there's an opportunity there, weakness in the macro picture, but what are you seeing when it comes to what's happening in europe? >> yeah, we 4 a strong year in europe in 2012, one the

strongest growth years we had in a very long time, grew over 50% in europe, and that strength extended across the year, every quarter in 2012 was strong in europe. while other software companies struggled in europe, blaming, you know, the result and maybe lack of meaning analysts' expectation, we met every number. we think we have a great opportunity there. we just begun to scratch the surface of that market. we are small in germany and eastern europe, but showing growth. we feel good about the market, feel like we have the competitive advantage, and traded a lot of momentum in 2012 and will try to build off of that in 2013. liz: the real advantage is the price and what you offer. look, people can go to ibm, and they do for the services, but they come to you because of your price point, your offer a lot of what the big boys offer, but you are less expensive. how long can you continue that, kevin? >> you know, we created a very disruptive business model, a model allowing us to price our

technology at levels that are much lower than our competitive -- liz: how do you do that? >> you know, it comes down to the whole model, reach the customers on the interpret. we think about the web the way amazon thinks about the web. we sell from the inside. sales guys sit in various officers around the world. we don't fly around to see customers, but we sell to customers of all sizes from the smallest companies in the world to the global 1,000. we can do that at a price and level of functionality that our competitors have struggled to respond to which is why our growth is so much more rapid than anyone else in i.t. management over the last three years. liz: pointing out, you have been aggressive in the mna area, making five, and these are completed mergers. do you expect to carry that pace into this year? >> you know, we say our acquisition strategy is shopping with intent to buyment i don't like to go to the mall to shop, but to buy. our mna strategy is to look for technologies that fit our model. technologies that we can immediately slip into our go-to

market model. we can hand our sales team around the world, and they can literally sell the products on day one after we close the acquisition. most of the deems done have been relatively small, but added great technology to the portfolio, greatly expanded the number of problems we solve for i.t. pros, allowing us to capture them and bring them to the website to sell more and more products over time. we, in fact, have an $11 # billion market opportunity inside our own install base, which is pretty impressive. liz: i am. i am. looking at the price point, it's definitely a deal. watching the company, and the stock up 53% year over year, kevin, thank you very much, good luck to you. >> thank you for having me on. liz: any time. they are doing the same thing in a different way. we'll be right back. dow jones industrials up 116 points, five points from 14,000. ♪ our first full team gathering! i wanted to call on a few people. ashley, ashley marshall... here.

since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ plause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location.

liz: breaking news for those of you with too much time on your hands, kidding, by pinterest, the online scrapbooking site. i don't scrapbook for real, but people do it, raising funding from -- 2 billion to 2.5 billion. why does it matter. eventually, it's a company that gets bought or goes public. you don't know. they are super hot. it's very, very much like the excitement that everybody had with instagram, which was then, of course; swallowed up, but you look at all of this, fascinating, pinterest, yes, online scrapbooking. here on "countdown," we look at top performing funds and what are they making as far as bets, what are they for and against, and, today, the fundamentals of the mid cap 30 monday, a lot of you might own funds. this is one you have to look at

because it is up nearly 20% over the past year. the man who runs it, neil, cio and portfolio manager. the corner stone mid cap fund, of course, the mid caps, in the sweet spot at record highs. they are doing very, very well. the question becomes what are the met tricks for choosing a stock in the fund because the fund is doing pretty darn well. >> well, liz, this is formula driven. look for caps between 1 and 10 billion dollars. we're not going to pay more than $1.50 for a dollar in sales. we want earnings higher than the previous year, and the companies still standing, have to see if they have positive price appreciation or relative strength in three and six month, and we have the best relative strength over 12 month period and equal dollar amounts, hold for a year and repeat it. liz: what's the minimum? >> $1 billion to $10 billion. you're in the middle which is good because if you want to grow

top line sales as a company, this is the sweet spot. liz: biggest chunk, yellow part, that's consumer discretionary at 38%. energies, financials, health care is important. talk specifically about some of the names that you absolutely love right now, and when i was in davos, dimon of jpmorgan flat out said, housing is, quote, totally back. i said, "totally," and he said, yes. they are beyond the house, and now i'm decorating the house. >> look back, liz, over the four years, there's defer the maintenance done in the housing market. no one put money in the carpal tunnel -- carpet or paint because the house was losing money. now look at mohawk, and looking at if the home builders do well, so is mohawk because it's carpet, flooring, as well as the existing homes. liz: masco in cab ben try, and

mountain mountain -- mohawk. more to run? >> look as what happens happening, there's a sales ratio, it's a dollar-20 for a dollar in revenue. there's plenty room left on mohawk. liz: the three month chart aside from blitzes is beautiful. another one up 41%. is there a dividend on this one? >> you know, i can't remember right now, but i know the price of sales is .5, paying 50 cents in revenue. liz: you might get it, and pier 1, for example has dividends to move higher? >> mohawk earns, and raising dividends, and here's a company that could initiate a dividend. pier 1 pays 20 cents, could go up a nickel for a 25% increase.

liz: 30% on this one, and, finally, the stunner here. when you look at whirlpool, people put off buying big ticket items. not anymore. the stock chart. whirlpool did beautifully up 57%. >> with a low price to sales ratio, about .5, and you look at whirlpool, it's, again, deferred maintenance. people will spend $800 to $900, a thousand dollars on a new washer or drier or refrigerator after putting the purchases off the last five years. liz: the corner stone mid cap fund. here's your top picks in the little house. we lover it. they have done beautifully for you m congratlation. >> thank you. liz: neil, great to see you. >> thank you. liz: we'll be right back with for closing bells ringing in sixth minutes. daniel tish ups his stake in one

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it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all onhinkorswim from td ameritrade. ♪ liz: welcome back, here we are. along with david asman. going to nicole at the new york stock exchange, a number of earnings including dow component disney, etc. nicole: i am here and i am ready to talk to you. let's talk about disney going into the close, this is a name to reporting after the bell. not too far off of the all-time highs of the last 52